Meridian Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
32,559
+140
| +0.4% | +$76.1K | 0.76% | 21 |
|
|
2025
Q1 | $16.1M | Buy |
32,419
+4,991
| +18% | +$2.47M | 0.78% | 19 |
|
|
2024
Q4 | $14.3M | Sell |
27,428
-60
| -0.2% | -$31.3K | 0.68% | 23 |
|
|
2024
Q3 | $13.5M | Buy |
27,488
+104
| +0.4% | +$51.1K | 0.66% | 29 |
|
|
2024
Q2 | $12.2M | Buy |
+27,384
| New | +$12.2M | 1.46% | 13 |
|
|
2024
Q1 | – | Sell |
-27,582
| Closed | -$9.31M | – | 349 |
|
|
2023
Q4 | $9.31M | Buy |
27,582
+99
| +0.4% | +$33.4K | 0.59% | 33 |
|
|
2023
Q3 | $8.03M | Buy |
27,483
+15,030
| +121% | +$4.39M | 0.49% | 41 |
|
|
2023
Q2 | $4.26M | Buy |
12,453
+10,379
| +500% | +$3.55M | 0.36% | 59 |
|
|
2023
Q1 | $530K | Buy |
2,074
+262
| +14% | +$66.9K | 0.05% | 305 |
|
|
2022
Q4 | $481K | Sell |
1,812
-35
| -2% | -$9.29K | 0.05% | 312 |
|
|
2022
Q3 | $346K | Buy |
1,847
+7
| +0.4% | +$1.31K | 0.04% | 338 |
|
|
2022
Q2 | $369K | Sell |
1,840
-1,787
| -49% | -$358K | 0.03% | 404 |
|
|
2022
Q1 | $1.09M | Sell |
3,627
-834
| -19% | -$252K | 0.12% | 147 |
|
|
2021
Q4 | $1.6M | Sell |
4,461
-933
| -17% | -$335K | 0.17% | 114 |
|
|
2021
Q3 | $1.79M | Buy |
5,394
+1,197
| +29% | +$397K | 0.22% | 93 |
|
|
2021
Q2 | $1.29M | Buy |
4,197
+1,665
| +66% | +$511K | 0.16% | 122 |
|
|
2021
Q1 | $624K | Sell |
2,532
-3,216
| -56% | -$793K | 0.09% | 184 |
|
|
2020
Q4 | $1.57M | Sell |
5,748
-450
| -7% | -$123K | 0.25% | 83 |
|
|
2020
Q3 | $1.47M | Hold |
6,198
| – | – | 0.36% | 61 |
|
|
2020
Q2 | $1.18M | Sell |
6,198
-75
| -1% | -$14.2K | 0.39% | 59 |
|
|
2020
Q1 | $1.04M | Sell |
6,273
-471
| -7% | -$77.7K | 0.46% | 47 |
|
|
2019
Q4 | $1.33M | Buy |
6,744
+141
| +2% | +$27.8K | 0.64% | 30 |
|
|
2019
Q3 | $1.19M | Sell |
6,603
-1,956
| -23% | -$352K | 0.56% | 31 |
|
|
2019
Q2 | $15K | Sell |
8,559
-21,762
| -72% | -$38.1K | 0.61% | 26 |
|
|
2019
Q1 | $5.77M | Buy |
30,321
+33
| +0.1% | +$6.28K | 2.62% | 9 |
|
|
2018
Q4 | $4.84M | Buy |
30,288
+1,773
| +6% | +$283K | 2.85% | 8 |
|
|
2018
Q3 | $5.46M | Buy |
28,515
+1,896
| +7% | +$363K | 2.35% | 12 |
|
|
2018
Q2 | $4.25M | Buy |
26,619
+5,970
| +29% | +$952K | 2% | 13 |
|
|
2018
Q1 | $2.84M | Buy |
20,649
+19,749
| +2,194% | +$2.72M | 1.42% | 21 |
|
|
2017
Q4 | $296K | Sell |
900
-1,566
| -64% | -$515K | 0.18% | 127 |
|
|
2017
Q3 | $287K | Buy |
+2,466
| New | +$287K | 0.18% | 127 |
|